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Fresenius Medical Care
FMS

179 hedge funds and large institutions have $393M invested in Fresenius Medical Care in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $736K

33% more capital invested

Capital invested by funds: $296M → $393M (+$97.4M)

1% more funds holding

Funds holding: 177 → 179 (+2)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0.1% more ownership

Funds ownership: 2.96% → 3.06% (+0.1%)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
44
Reduced
54
Closed
33
Calls
$1.03M
Puts
$736K
Net Calls
+$290K
Net Calls Change
+$861K

Top Buyers

Rank Fund Capital Flow
1
TAM
Todd Asset Management
Kentucky
+$14M
2
Morgan Stanley
Morgan Stanley
New York
+$10M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$8.85M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.1M
5
TIM
Thornburg Investment Management
New Mexico
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$3.97M
2
Millennium Management
Millennium Management
New York
-$3.54M
3
MWNA
Marshall Wace North America
New York
-$2.69M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.51M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
DCF Advisers
Connecticut
$2.88M – – –
RC
27
RBF Capital
California
$2.64M -$796K -20,133 -25%
EHC
28
Everett Harris & Co
California
$2.54M -$101K -2,546 -4%
RJA
29
Raymond James & Associates
Florida
$2.5M -$225K -5,706 -9%
CGH
30
Crossmark Global Holdings
Texas
$2.5M +$344K +8,707 +18%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$2.32M -$205K -5,198 -9%
Boston Partners
32
Boston Partners
Massachusetts
$2.24M -$648K -16,408 -24%
Wells Fargo
33
Wells Fargo
California
$2.2M +$41.1K +1,039 +2%
HJGA
34
Hardman Johnston Global Advisors
Connecticut
$2.13M -$7.9K -200 -0.4%
EGA
35
Eagle Global Advisors
Texas
$2.01M -$277K -7,000 -13%
SAM
36
Silvercrest Asset Management
New York
$1.67M -$143K -3,620 -9%
Comerica Bank
37
Comerica Bank
Texas
$1.47M +$59.7K +1,510 +5%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.47M -$1.07K -27 -0.1%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$1.34M +$666K +16,844 +119%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$1.16M +$620K +15,688 +140%
MHC
41
Meyer Handelman Company
New York
$1.04M – – –
CIA
42
Cascade Investment Advisors
Oregon
$1.04M +$17.6K +445 +2%
SC
43
Searle & Co
Connecticut
$1.01M – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$968K -$13K -329 -1%
GCAC
45
Guardian Capital Advisors (Canada)
Ontario, Canada
$772K +$166K +4,189 +20%
US Bancorp
46
US Bancorp
Minnesota
$755K -$248K -6,271 -26%
Deutsche Bank
47
Deutsche Bank
Germany
$735K +$516K +13,055 +332%
VNA
48
Valley National Advisers
Pennsylvania
$733K -$30.5K -772 -4%
MCM
49
MAI Capital Management
Ohio
$730K -$37.8K -957 -5%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$678K +$67.4K +1,706 +12%
1
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FMS Hedge Fund Activity: Q2 2020 in Review

179 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2020, worth a combined $393M — up 33% from $296M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FMS positions and 33 closed out — a net gain of 3 holders — while 44 added to existing stakes and 54 trimmed.

The largest buyer was Todd Asset Management, opening a new position worth an estimated $14M. The largest seller was Invesco, cutting an estimated $3.97M.

  • 179 institutional investors held Fresenius Medical Care (FMS) as of Q2 2020, up from 177 in Q1 2020.
  • Funds reported $393M of Fresenius Medical Care stock for Q2 2020, up 33% quarter-over-quarter.
  • 36 funds opened new Fresenius Medical Care positions in Q2 2020 and 33 closed out, a net change of +3 holders.
  • The largest Fresenius Medical Care buyer in Q2 2020 was Todd Asset Management, an estimated $14M added.
  • The largest Fresenius Medical Care seller in Q2 2020 was Invesco, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2020.